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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

88 hedge funds and large institutions have $285M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 8588 (+3)

11.41% less ownership

Funds ownership: 65.58%54.17% (-11%)

16% less capital invested

Capital invested by funds: $340M → $285M (-$54.7M)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
13
Increased
35
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$78.6M -$7.98M -189,147 -9%
Jane Street
2
Jane Street
New York
$25.5M -$86.5M -2,050,586 -78%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M -$2.63M -62,343 -12%
HFS
4
Hantz Financial Services
Michigan
$14.3M +$2.17M +51,422 +18%
G
5
GenTrust
Florida
$11.5M
SAM
6
Synergy Asset Management
Washington
$10.2M +$9.99M +236,834 New
Bank of America
7
Bank of America
North Carolina
$9.7M +$3.13M +74,240 +49%
LFWA
8
LBJ Family Wealth Advisors
Texas
$9.66M +$85.1K +2,019 +0.9%
UBS Group
9
UBS Group
Switzerland
$7.5M -$331K -7,855 -4%
NC
10
NewSquare Capital
Pennsylvania
$7.25M -$60.1K -1,425 -0.8%
PFS
11
Prospera Financial Services
Texas
$6.27M -$10.6K -252 -0.2%
FA
12
Forefront Analytics
Pennsylvania
$5.91M -$137K -3,255 -2%
H
13
HoyleCohen
California
$5.32M +$17.5K +415 +0.3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$5.29M +$5.12M +121,534 +23,599%
WCM
15
Windham Capital Management
Massachusetts
$5.1M -$4.62M -109,465 -48%
MAM
16
Milestone Asset Management
Pennsylvania
$5.07M +$4.95M +117,366 New
TFF
17
The Family Firm
Maryland
$4.71M +$81.1K +1,923 +2%
LPL Financial
18
LPL Financial
California
$4.62M +$103K +2,439 +2%
Wells Fargo
19
Wells Fargo
California
$4.43M +$1.78M +42,146 +70%
Goldman Sachs
20
Goldman Sachs
New York
$4.22M +$4.12M +97,611 New
ULWM
21
Upper Left Wealth Management
Florida
$4.14M -$109K -2,595 -3%
CIM
22
Cambria Investment Management
California
$3.98M +$221K +5,241 +6%
GWP
23
Gateway Wealth Partners
Wisconsin
$2.84M -$557K -13,219 -17%
NP
24
Nilsine Partners
Colorado
$2.08M +$2.03M +48,209 New
CWM
25
Comprehensive Wealth Management
Washington
$1.75M +$26.6K +631 +2%

WIP Hedge Fund Activity: Q1 2023 in Review

88 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q1 2023, worth a combined $285M — down 16% from $340M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WIP positions and 10 closed out — a net gain of 3 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $9.99M. The largest seller was Jane Street, cutting an estimated $86.5M.

  • 88 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q1 2023, up from 85 in Q4 2022.
  • Funds reported $285M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 13 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q1 2023 and 10 closed out, a net change of +3 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q1 2023 was Synergy Asset Management, an estimated $9.99M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q1 2023 was Jane Street, an estimated $86.5M sold.

Based on aggregated 13F filings for Q1 2023.